Join Emily Rasmussen, Founder & CEO of Grapevine, when she shares her insights gained from over 15 years in the nonprofit and philanthropy sectors, focusing on diversifying and democratizing philanthropy through Giving Circles and the collaborative giving movement. Emily will do a demo of the Grapevine platform, guiding attendees on how to get started with Grapevine to set up their own client Giving Circles for their client community, nextgen families, and teens. Emily will be joined by Jennifer Failla, Principal Analyst and Financial Planner at Strada Management, and Kristin Underwood, Client Experience Manager at Strada Wealth Management, who will share their experiences and perspectives on just recently launching a client Giving Circle. Don’t miss this opportunity to attract and engage new clients while deepening your relationships with them and their family members through collaborative philanthropy!
Emily Rasmussen
Founder | CEO Grapevine
Emily Rasmussen and Jennifer Faila, CFP®, CDFA™ is an Experienced Presenter with deep knowledge in Charitable Giving. With a passion for helping others succeed, they bring valuable insights and practical strategies to every session.
In this session, they will share expert perspectives designed to support your goals and enhance your knowledge in the field.
Jennifer Failla CFP®, CDFA™
Principal and Financial Planner Strada Wealth Management
Emily Rasmussen and Jennifer Faila, CFP®, CDFA™ is an Experienced Presenter with deep knowledge in Charitable Giving. With a passion for helping others succeed, they bring valuable insights and practical strategies to every session.
In this session, they will share expert perspectives designed to support your goals and enhance your knowledge in the field.